Portfolio Design Labs, LLC

Position in C — Citigroup Inc

CIK 2010278 ENCINO, CA

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,551,876

+$290,644 QoQ

Shares Held

11,088

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,153

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $13,486,366 across 5 Banks - Diversified names. C ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,613	$6,092,593
2	BAC	Bank Of America Corp /De/	49,622	$2,827,461
3	WFC	Wells Fargo & Company/Mn	28,877	$2,386,395
4	C	Citigroup Inc This page	11,088	$1,551,876
5	BNY	Bank of New York Mellon Corp	4,343	$628,041

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,551,876	11,088	-0.3%	Shares	Sole	2026-08-11
2026-03-31	$1,261,232	11,121	-30.3%	Shares	Sole	2026-05-11
2025-12-31	$1,862,139	15,958	+6.7%	Shares	Sole	2026-02-11
2025-09-30	$1,518,643	14,962	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.